Junior Client Onboarding Analyst - Sao Paulo, Brasil - UBS

UBS

Empresa verificada

Sao Paulo, Brasil

há 1 semana

Postado por:

Ana Silva

beBee Recruiter

Descrição

Brazil

Operations
Investment Bank

Job Reference #

BR

City

Sao Paulo

Job Type

Full Time

Your role

Are you incredibly organized with an eye for detail? Do you know how to take care of business? We're looking for someone like that to:
Role Purpose:
The Client Onboarding Specialist is accountable for executing or plausibility testing the Know Your Customer (KYC) activities and other Compliance specified requirements, capturing core operational data and documents, archiving of evidence / legal agreements and marshalling (when applicable) the opening of the account / relationship for Client Advisors, Financial Advisors and sales persons across all client segments.
Key Responsibilities:
Perform client and vendor onboarding, renewals and offboarding in accordance with Business Line requirements.
Work across teams and functions to get the best solution or course of action. Create relationships across UBS to gather, share and leverage solutions for our clients.
Ensure compliance with legal, regulatory and statutory requirements and with internal policies and contracts. (e.g. Vendor Risk Framework, GCOO Operational Risk Framework)

Your team

You'll be working in the Client Lifecycle Management team in Operations Brazil. We are responsible for Client Lifecycle in UBS and all regulatory requirements related to them. We are taking ownership of client onboarding specialist.
Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise
- experience in client documents and KYC processes.
- solid skills in Microsoft Excel & Power Point
- totally focused on client service
- a great communicator, with the ability to communicate appropriately at all levels in the organization
- organized and detail oriented
- advanced English

About us

UBS is the world's largest and only truly global wealth manager.

We operate through four business divisions:
Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like parttime, jobsharing and hybrid (office and home) working. Our purposeled culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.